Interface for applying Trade Order Discounts, which can be used in cases where a mass price reversal of several or many orders of the same supplier is required. The functionality allows applying a discount in several ways, depending on the desired result:
- Apply the same discount percentage to all selected orders. For example: you have an agreement with the supplier, if you reach a certain amount of goods purchased from him, he will give you a 10% discount on all purchases made. When you put the percentage in the field in the Header (1), the system will calculate the total and unit discount amount automatically for each selected order.
- Applying a different discount percentage for selected orders. For example: if you want to give different orders a different discount percentage, but combine them into one stop payment document and credit finance document if they have a finance document issued. You may give a smaller discount percentage on an order for a larger amount, and you may give a larger discount percentage on an order for a smaller amount. The system will calculate the total amount and the single discount amount automatically.
- Application of discount as an amount based on total price. For example: when ordering 10 pieces of item A worth 100 BGN you can give a 20 BGN discount for all items. Used when you know the exact total amount of the rebate. The system will calculate the percentage and unit amount of the discount automatically.
- Application of a discount as an amount on a unit price basis. For example: you have an agreement with the supplier of any item priced over 500 BGN when the amount of purchases during the year is reached, to apply you a 50 BGN discount per item. When you put an amount as a unit price discount, the system will calculate the percentage and the total amount of the discount automatically.
The Trade Order Discounts interface consists of a Header (1), Filter (2) and Result (3) and is operated as follows:
Header (1)
In the Header (1) you see a box for Discount Percentage, which is free-typed after you have selected the orders you will apply it to. The next field Amount indicates the calculated value of the discount. The Trade Discount button confirms the data entered and issues an Order Reversal and Credit Finance Document. The last blue button is used to hide and display the Filter (2).
Filter (2)
In the Filter (2) you need to specify the basic information about the orders you want to reverse. It is important that the documents on which you want to apply a discount are identical:
- Supplier
- Type of tax transaction
- Currency
All the other filters help you to more easily find and precisely select the orders you want to include. The search is started with the Magnifying Glass, and the Hicks clears all filters. The different options are described in the table below:
| Option | Description | Further description of the options |
| Period | Choose from a drop-down menu for which period your orders should be displayed. Works by document date. | The possible options are: – Today – Yesterday – The last 7 days – Last 30 days – The last 365 days – Current month – Previous month – Current quarter – Previous quarter – Current year – Previous year – Until today |
| From date/To date | Filter based on when the order was placed. | |
| Office | Select the office from which the order was placed. | You may select more than one office, but note that you cannot control which office will issue the subsequent credit finance document. |
| Merchant | You choose the trader who placed the order. | |
| Shop | Select the store from which the order was placed | |
| Supplier | You choose a supplier. | |
| Document number | Allows you to search by document number. | |
| Type of tax transaction | Select a tax transaction type. | |
| Status | Filter by order status. | The statuses are as follows: – Pending/active status An active order is one on which one or more of the following actions have not been taken:: – A financial document has not been issued for all or part of the amount and/or quantity of the contract. – Payment has not been made for all or part of the finance document amount when the order is invoiced in full. – Not all or part of the quantity in the order has been stored. – Completed status A completed order is one on which: – A financial document has been issued for the full amount and quantity of the order. – There has been a stock take for the entire order quantity. – There has been payment made for the full amount of the finance document. |
| Currency | Filter by order currency. | |
| Invoicing | Filter by billing method selected in orders. | |
| Search Item | Free field to search for an item by word, code, brand, etc. | |
| Advanced filter | If you put a check mark on the Advanced filter, you will see a few more search fields which include Categories, Brand, Features and Supplier. |
Result (3)
The result (3) will be a list of order lines based on the criteria you specified. The information is summarised in a table with the following columns:
| Column | Description |
| Checkbox | This is where you specify on which order lines you would like the trade-in discount to be applied. Once you place a check in front of the desired line, the Discount %, Single Discount and Total Discount columns , as well as the Discount Percentage field in the Header (1), become free to write. |
| Document number | Displays the order number in which the order is included. |
| Date | Document Date. |
| Type | Document type |
| Supplier | Displays the supplier associated with the order. |
| Opens a provider file. | |
| Code | Item code from the order line. |
| Name | Name of the item in the order. |
| Opens an item file. | |
| Currency | Displays the currency of the order. |
| Measure | Measure the item in the order. |
| Quantity | Quantity ordered. |
| Unit price | Unit price of the item in the order |
| Price | Total price of the item on the order. |
| Discount given | Shows the discount already given on the order. |
| Invoiced | Shows how much of the order amount has already been invoiced. |
| Retrieved from | Displays how much of the order quantity is displayed. |
| Discount % | Shows what percentage of the unit price the discount is. The field becomes free to write after selecting the line and here you can specify a discount percentage for a specific line. |
| Single discount | Shows the discount for an item. The field becomes free to write after selecting the line and here you can specify a single discount for a specific line. |
| Total discount | Shows the entire discount. The field becomes free to write after selecting the line and here you can specify a general discount for a specific line. |
| Opens an order file. |
Note that the fields in the % Discount, Single Discount and Total Discount columns are linked. If you change one of the values in any of them, the others are calculated automatically!
You can apply a different form of discount to each order! For example, on line 1 – put single discount, on line 2 – % Discount, and on line 3 Total Discount. However, if you then apply the Mass Percentage Discount from Heather (1), it will change everything written along the lines so far.
A brief step-by-step description of the procedure for applying Trade Order Discount(TO):
1. Filter and find the order lines you want to discount.
2. Mark the rows of orders by placing a check in the checkbox in the Result (3).
3. Put the TO under any of the above forms ( percentages/unit price/total price):
– TO as a total percentage of all selected order lines. Highlight the lines and type in the Discount percentage field in the Header (1). The discounts will automatically be calculated and added to the corresponding Discount columns in Result (3) for the rows you select.
– TO as a different percentage for selected order lines. Highlight the rows and type in the boxes in the Discount % columns in Result (3).
– TO as a unit price for selected order lines. Highlight the rows and type in the boxes in the Single Discount columns in Result (3).
– TO as a total price for selected order lines. Highlight the rows and type in the boxes in the Total Discount columns in Result (3).
4. Confirm the application of the TO with the Trade Discount button in the Header (1).
5. A Price Reversal screen is generated for you and must be confirmed. Note the “Invoice immediately” checkbox in Staging. If you want to issue a credit financial document, leave it (it is checked by default). If you remove it, you will have to issue the financial document later.
6. From the reversal, a Credit Finance Document is automatically generated for you ( if the “Invoice immediately” checkbox is left in the Reversal). It can be found in the Related Operations tab under Storing.